Siebel eTraining Guide > Working with Customer Information > Registering Training Customers >

Registering a Customer for a Scheduled Class Session

You can register a prospective student for a scheduled class session of an Instructor-Led or Distance Learning class. This procedure assumes that the prospective student is already listed in the Person table.

To register a customer for a scheduled class session

  1. From the application-level menu, choose View > Site Map > Training Administration > Class Details.
  2. In the Classes list, click the Sessions view tab, and in the list, select the class session for which you want to view enrollment information.
  3. Click the Add Enrollments view tab, and in the Add Enrollments list, click Add User.
  4. In the new record, click the select button in the Last Name field, and in the Pick Contact dialog box, select the prospective student, and then click OK.
  5. Click Finish, and then save the changes.

    6. A read-only value appears in the Status field, reflecting the attendee's registration status.

    If you want to register another attendee who will use the same credit card for fee payment, or who is also exempt from paying a fee, repeat Step 4 through Step 5.

    If fees need to be paid, the Shopping Cart appears.

    NOTE:  If users have not met certain course prerequisites, a message appears indicating that prerequisite courses must be completed before this enrollment can be confirmed. Administrators can select the Override Prerequisites check box on the Add Enrollments view tab, and click Finish to bypass all prerequisites and complete the current enrollment. Prerequisite override can be used for single or multiple enrollments.

  6. Verify that the appropriate training charges appear, and then click Check Out.
  7. Enter credit card information for the prospective student and other information for which you are prompted, and confirm the order.

To verify registration status for students

  1. From the application-level menu, choose View > Site Map > Training Administration > Class Details.
  2. In the Classes list, select the class, and then click the Current Enrollments view tab.

    3. The enrolled students should have a registration status of confirmed.


 Siebel eTraining Guide 
 Published: 21 April 2003